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The Murray Hanseth Group

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The Murray Hanseth Group

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Merrill Lynch
Wealth Management

The Murray Hanseth Group focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized strategies to help them pursue their goals.

The Murray Hanseth Group

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Murray Hanseth Group Value Proposition

The Murray Hanseth Group is a goals-based wealth management team dedicated to serving a select number of high net worth families, business owners, executives, and corporate retirement plans.  Using a comprehensive approach to planning and investment advice guidance, we provide customized strategies to help clients achieve their goals.  Our holistic approach to wealth management is centered around our deeply held commitment to take the time to understand the values, needs, goals, and concerns of clients.  We strive to provide an exceptional client experience.  
 
As part of the firm's belief in the value of advanced training and staff enrichment to better serve clients, Paul and Brian have pursued advanced designations and certifications. These concentrations provide The Murray Hanseth Group with additional depth and skills in key areas, including investment management, cash flow strategies, liability management and other banking services available through Bank of America, retirement planning services, estate planning services, insurance, and corporate 401(k) plan management. 
 
With over 40 years of combined experience, every member of our team is passionate about working together toward a common goal of delivering exceptional advice, guidance and service to provide clients with the resources to live their lives fully and with purpose. 

Philosophy

It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and financial approach are guided by what’s important to you, and our success is defined by your satisfaction over time.

Approach

We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

Our  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

Our approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Focus On Corporate Executives

For corporate executives, we offer guidance for diversification* of concentrated stock positions. For business owners, we can help them build company benefit plans and provide access to Bank of America for help in addressing cash flow, lending needs and other bank-related needs. For those nearing retirement, we consider inflation, health care costs and other factors to help them pursue desired lifestyles. We are available to talk with clients and explore potential opportunities with them.


*Diversification does not ensure a profit or protect against loss in declining markets.

Institutional Retirement Plans

With Merrill Lynch Wealth Management Retirement Benefits Consultants (RBC), The Murray Hanseth Group is one of select group of highly qualified and credentialed Merrill advisors trained and experienced in defined contribution plans who can add value to your plan by:

  • Offering access to 3(21) fiduciary services1

  • Helping you shape your investment strategies

  • Offering thoughtful advice without a proprietary investment requirement

  • Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time

  • Working with you to create a plan that is designed to drive employee engagement and positive participant behavior

  • Assisting in the delivery of employee financial wellness programs and education

  • Helping employees connect their life priorities with their finances to help them pursue what matters most to them


1 Fiduciary Advisory Services is an investment advisory service sponsored by Merrill Lynch. It will only be offered to defined contribution plans recordkept by Bank of America Merrill Lynch and plans recordkept by our Advisor Alliance providers. It is available for plans up to $500 million in plan assets. For more information on plan eligibility speak to your Merrill Lynch advisor.

Capabilities

In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the banking convenience of Bank of America, we can deliver services that can help you address virtually every financial challenge you face.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Paul D Murray

Financial Times –“Top 401 Retirement Plan Advisers” in 2016, 2017, and 2018

Meet Our Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Richard Waldron

Richard Waldron

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #484107

Daniel B Rosenthal

Daniel B Rosenthal

Insurance Associate Specialist

Merrill Lynch

Vic Diune

Vic Diune

Trust Specialist

Bank of America, N.A.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.